The tax landscape for individuals has shifted once again with the passage of OBBBA. While
the legislation includes enhanced deductions and targeted tax relief, it also introduces several new income-based limitations that subtly yet significantly reshape tax efficiency.
Proper Structuring of an Irrevocable Life Insurance Trust (ILIT)
Casia Chappell, CFP®, CPWA®, discusses the benefits and workings of irrevocable life insurance trusts (ILITs), highlighting their role in estate planning by providing asset protection, estate tax mitigation and efficient wealth transfer.
Wealth Management Webinar Recording: Strategies for Now and Later
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.